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Search for a document

Last Updated: Feb 04, 2016 06:18PM PST
Quick Search

You can search documents within LedgerDocs based on the document name or the notes on the document. Simply enter your search query into the search bar at the top of the main screen, and hit enter (or click on the magnifying glass). You will see a list of notes and documents as your search results. If the document you are looking for does not show up, try the advanced search function as described below.

Advanced Search
The advanced search function allows you to filter documents by search term, tags, folder, or date uploaded, allowing you to find files quickly and easily.

There are 2 ways to use advanced search:

1. Right-click on the Company name on the left folder tree and choose Search.
2. Click on the Advance Search link at the top of the screen, just under the main search bar

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